Method Community

Hi Amanda, I can send out email without problem, thanks for your reply. The problem is our company has more than method account, and each account manager want to send email from their own email address, how to set up the email from and is that possible to send email without enter user name and password. I really apperciate if I can get solution ...

Hi Amanda, Sorry I did not make it clear, what I mean is does method has the function to sent out sales order directly from method with certain template, thanks for reply. Ian  

Hi Amanda, Thanks for answer, this solution sounds great for me, just one more question , is it possible to customsize the sales order screen and add a button to sent email and automatcally attached  sales order pdf file then sent  to the customer??

Hi Amanda, Thanks for reply, what I want is that I can sent a fillable PDF sales order to customer, I am not only want the check the box but also can type word in text box. Then instead of hand writing and scan and fax back, they can just fill in the information then sent back to us. Then we can process the invoice and payment in more efficient ...

I just customzed a report which looks exactly what I want, but I got a problem , It seems the text box and check box did not work in PDF report, I can not type in or check the check box in the generated report, is there anyway to make this happen, I really apperciate if I can get solution for that.    

Thanks a lot, Amanda, I am pretty sure it is the perfect solution for me, I will try to sync it Tomorrow.

I just start to using Quick Books and entered about over 100 of invoices into it. After I sync data with Method, I only found 13 Invoices in Method and all of the invoices are recently inovices which all of the invoices I entered before July was missing. Does anyone can give me some idea how to fix it? I really appreicate if I can get solution ...